BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

4,494 hedge funds and large institutions have $464B invested in Berkshire Hathaway Class B in 2025 Q1 according to their latest regulatory filings, with 223 funds opening new positions, 1,874 increasing their positions, 1,786 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,494
Holders Change
+29
Holders Change %
+0.65%
% of All Funds
61.04%
Holding in Top 10
920
Holding in Top 10 Change
+202
Holding in Top 10 Change %
+28.13%
% of All Funds
12.5%
New
223
Increased
1,874
Reduced
1,786
Closed
107
Calls
$11.1B
Puts
$7.32B
Net Calls
+$3.81B
Net Calls Change
-$334M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.17B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$1.37B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$892M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$747M
5
BlackRock
BlackRock
New York
+$617M

Top Sellers

1
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$1.4B
2
Gates Foundation Trust
Gates Foundation Trust
Washington
-$1.32B
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$624M
4
AIS
AM Investment Strategies
Tennessee
-$545M
5
Flossbach Von Storch
Flossbach Von Storch
Germany
-$480M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFA
3626
Bright Financial Advisors
Michigan
$625K -$16K -30 -2%
WB
3627
West Bancorporation
Iowa
$625K +$306K +574 +96%
CFS
3628
Compass Financial Services
Iowa
$625K – – –
PA
3629
Persium Advisors
Georgia
$625K -$533 -1 -0.1%
BSCCG
3630
Blue Sky Capital Consultants Group
California
$625K – – –
OAS
3631
Optivise Advisory Services
Tennessee
$622K +$27.2K +51 +5%
SFC
3632
Summit Financial Consulting
Michigan
$622K +$622K +1,168 New
DR
3633
Davis Rea
Ontario, Canada
$622K +$377K +707 +154%
CCA
3634
Coign Capital Advisors
Utah
$621K -$854K -1,604 -58%
UCMOK
3635
United Capital Management of KS
Kansas
$620K +$7.99K +15 +1%
RFN
3636
Redwood Financial Network
Ohio
$619K – – –
MLIC
3637
Mandatum Life Insurance Company
Finland
$618K – – –
CCIA
3638
Cherry Creek Investment Advisors
Colorado
$618K – – –
CRI
3639
Commonwealth Retirement Investments
Virginia
$618K – – –
SEA
3640
Stegent Equity Advisors
Texas
$617K -$2.66K -5 -0.4%
RPCONE
3641
Retirement Planning Company of New England
Rhode Island
$615K +$13.3K +25 +2%
HFP
3642
Holistic Financial Partners
Indiana
$614K +$20.8K +39 +4%
RPA
3643
Rock Point Advisors
Vermont
$614K – – –
KG
3644
Kilter Group
New York
$613K -$1.07K -2 -0.2%
JPLA
3645
Joseph P. Lucia & Associates
New York
$613K +$38.3K +72 +7%
CB
3646
Centennial Bank
Arkansas
$612K – – –
TFO
3647
Timonier Family Office
North Carolina
$612K – – –
SFG
3648
Synergy Financial Group
California
$612K +$22.4K +42 +4%
MMM
3649
Mendel Money Management
Illinois
$610K -$13.3K -25 -2%
ICMM
3650
Integrated Capital Management (Michigan)
Michigan
$610K -$94.3K -177 -13%
144 145
146
147 148